Should I invest in Nippon India Arbitrage Fund Growth Plan?

We don't give personal investment advice. Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 6.70%.

Nippon India

Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option

Latest NAV

₹30.6775

As of

17 Jul 2026

3,329 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.10%	+0.09%	+0.01	6 / 38	Q1
1W	+0.15%	+0.14%	+0.00	11 / 38	Q2
2W	+0.24%	+0.25%	-0.01	16 / 38	Q2
1M	+0.65%	+0.63%	+0.02	13 / 38	Q2
3M	+1.65%	+1.57%	+0.08	6 / 38	Q1
6M	+3.34%	+3.28%	+0.06	13 / 35	Q2
YTD	+3.67%	+3.61%	+0.06	12 / 35	Q2
1Y	+6.70%	+6.56%	+0.14	10 / 32	Q2
2Y	+7.03%	+6.93%	+0.10	12 / 27	Q2
3Y	+7.47%	+7.36%	+0.10	10 / 24	Q2
4Y	+7.36%	+7.20%	+0.16	8 / 23	Q2
5Y	+6.70%	+6.51%	+0.19	7 / 20	Q2
7Y	+6.26%	+6.05%	+0.21	5 / 18	Q2
10Y	+6.51%	+6.33%	+0.18	2 / 12	Q1
Inception	+7.08%	+6.05%	+1.03	8 / 38	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.67%	+3.61%	+0.06	12 / 35
2025	+6.89%	+6.83%	+0.06	17 / 30
2024	+8.10%	+7.96%	+0.14	13 / 26
2023	+7.92%	+7.67%	+0.25	9 / 24
2022	+4.94%	+4.64%	+0.30	6 / 21
2021	+4.58%	+4.15%	+0.43	4 / 20
2020	+4.98%	+4.54%	+0.43	3 / 18
2019	+6.85%	+6.63%	+0.23	5 / 15
2018	+7.40%	+6.64%	+0.76	1 / 12
2017	+6.24%	+6.27%	-0.04	9 / 12
2016	+7.28%	+7.30%	-0.02	5 / 11

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.96%

153 windows

min 4.0% · max 10.0%

100% positive

3-Year rolling

+6.74%

129 windows

min 4.7% · max 8.9%

100% positive

5-Year rolling

+6.54%

105 windows

min 5.7% · max 8.1%

100% positive

7-Year rolling

+6.51%

80 windows

min 6.0% · max 7.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.45%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.25%

May 2026 → May 2026

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Arbitrage Fund

Scheme	Fund house	NAV	As of
HDFC ARBITRAGE FUND - Wholesale Growth Option - Direct Plan	HDFC	₹21.5550	17 Jul 2026
ICICI Prudential Equity Arbitrage Fund - Direct Plan - Growth	ICICI Prudential	₹39.3155	17 Jul 2026
Invesco India Arbitrage Fund - Direct Plan - Growth Option	Invesco	₹36.9481	17 Jul 2026
BANDHAN Arbitrage Fund-Direct Plan- Growth	Bandhan	₹37.4792	17 Jul 2026
quant Arbitrage Fund - Growth Option - Direct Plan	Quant	₹10.9756	17 Jul 2026
Aditya Birla Sun Life Arbitrage Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹30.6426	17 Jul 2026
Motilal Oswal Arbitrage Fund-Direct Plan-Growth	Motilal Oswal	₹11.1679	17 Jul 2026
Franklin India Arbitrage Fund - Direct - Growth	Franklin India	₹11.2041	17 Jul 2026
Mirae Asset Arbitrage Fund Direct Growth	Mirae Asset	₹14.4540	17 Jul 2026
Kotak Arbitrage Fund - Direct Plan - Growth	Kotak	₹42.8404	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹30.6775
16 Jul 2026	₹30.6462
15 Jul 2026	₹30.6480
14 Jul 2026	₹30.6580
13 Jul 2026	₹30.6316
10 Jul 2026	₹30.6325
9 Jul 2026	₹30.6251
8 Jul 2026	₹30.6343
7 Jul 2026	₹30.6364
6 Jul 2026	₹30.6212

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option is ₹30.6775. It's a Arbitrage Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option has NAV history starting from 03 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option is managed by Nippon India. It's classified by AMFI under the 'Arbitrage Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option has delivered a absolute return of 6.70% — +0.14 pp ahead of the Arbitrage Fund category average of 6.56%. The fund ranks #10 of 32 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 7.47% — +0.1 pp ahead of the Arbitrage Fund category average of 7.36%. The fund ranks #10 of 24 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 6.70% — +0.19 pp ahead of the Arbitrage Fund category average of 6.51%. The fund ranks #7 of 20 in its category — the second (Q2) quartile.

₹1 lakh invested in Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option exactly 10 years ago would be worth approximately ₹187,851 today — a multiplier of 1.88×, based on the 10-year CAGR of 6.51%. The category average over the same window would have grown ₹1 lakh to ₹184,761.

A ₹10,000 monthly SIP in Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹718,982 today. That's an XIRR (money-weighted annualised return) of 7.17%.

A ₹10,000 monthly SIP for 10 years in Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,682,709 (multiplier 1.40×). XIRR: 6.58%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option ranks #7 out of 20 funds in the Arbitrage Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 6.51%; this fund delivered 6.70%.

The worst peak-to-trough decline Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option has experienced over the last 5-year window is 0.25% — its NAV fell from a high on 19 May 2026 to a low on 29 May 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option averaged 6.54% (best 8.08%, worst 5.66%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.03 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option returned 6.89% — beating the Arbitrage Fund category average of 6.83% by 0.06 pp. It ranked #17 of 30 in its category that year.

Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 6.70%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Arbitrage Fund

Recent NAVs

Frequently asked questions

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